|
1
|
Unison Advisors
Washington,
District of Columbia
|
$35.6M
|
+$200K
|
+7,695
|
+0.6%
|
|
|
2
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.6M
|
+$6.06M
|
+232,759
|
+107%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.69M
|
-$965K
|
-37,075
|
-10%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$8.06M
|
-$113K
|
-4,335
|
-1%
|
|
|
5
|
von Borstel & Associates
The Dalles,
Oregon
|
$7.6M
|
+$195K
|
+7,494
|
+3%
|
|
|
6
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$6.6M
|
+$202K
|
+7,748
|
+3%
|
|
|
7
|
Fortress Wealth Management
Culver City,
California
|
$4.55M
|
+$220K
|
+8,470
|
+6%
|
|
|
8
|
United Wealth Management
Charlottesville,
Virginia
|
$4.54M
|
+$116K
|
+4,438
|
+3%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.33M
|
-$204K
|
-7,829
|
-5%
|
|
|
10
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.21M
|
-$446K
|
-17,147
|
-10%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.94M
|
+$39.7K
|
+1,526
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.91M
|
+$209K
|
+8,032
|
+6%
|
|
|
13
|
|
$3.51M
|
+$892K
|
+34,280
|
+38%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$3.02M
|
-$288K
|
-11,082
|
-9%
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
$2.91M
|
+$2.5K
|
+96
|
+0.1%
|
|
|
16
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.68M
|
+$191K
|
+7,354
|
+8%
|
|
|
17
|
Wealth Advisors Northwest
Portland,
Oregon
|
$2.43M
|
+$35.8K
|
+1,376
|
+2%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.19M
|
-$222K
|
-8,534
|
-10%
|
|
|
19
|
Tableaux
Stockbridge,
Massachusetts
|
$2.01M
|
+$656K
|
+25,218
|
+54%
|
|
|
20
|
Park Avenue Securities
New York
|
$1.93M
|
+$779K
|
+29,907
|
+77%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$1.91M
|
-$211K
|
-8,113
|
-11%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.89M
|
-$634K
|
-24,366
|
-27%
|
|
|
23
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.66M
|
+$1.55M
|
+59,352
|
New
|
|
|
24
|
|
$1.64M
|
-$272K
|
-10,448
|
-15%
|
|
|
25
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.62M
|
-$12.5K
|
-480
|
-0.8%
|
|
